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FINANCIAL ADVISERS

Financial planning

Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...

Financial planning

Almost half of financial planners have received soft dollar benefits from businesses other than their dealer group, but only 7 per cent were given incentives valued over ...

Policy & Regulation

Prime Minister Julia Gillard's strong support for the Industry Super Network on opt-in has prompted calls by the AFA for a declaration of the Government's real agenda....

Superannuation

The AFA has warned the Government's Stronger Super package remains flawed because financial planners were not given a voice....

Financial planning

Patron Financial Advice has opposed a Financial Services Council proposal to introduce a binding standard for insurance business, saying it would restrict consumer choice...

Financial planning

Choice’s view that the quality of financial advice in Australia is "among the worst" is not the fault of financial planners but the industry as a whole, according to Omni...

Policy & Regulation

The AFA has released a position paper claiming FOFA has been hijacked and is failing to meet its original objectives....

Policy & Regulation

Platform provider netwealth has launched a new online service which the company said would help financial advisers prepare for the upcoming Future of Financial Advice cha...

Financial planning

The term 'churning', which is being used to describe a legitimate practice, defames advisers while it whitewashes the role of life companies, according to Synchron direct...

Superannuation

A new self-managed superannuation fund (SMSF) draft ruling from the Australian Taxation Office (ATO) has relaxed the definition of what constitutes a 'single acquirable a...

Editorial

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

Editorial

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

Policy & Regulation

With the only winners from FOFA likely to be industry funds and the big end of town, the AFA has called on the Government to delay its implementation beyond 1 July, next ...

Financial planning

The former chief financial officer of Westpoint, Graeme Rundle, has been sentenced to two concurrent 18-month prison terms. The sentence will be suspended as he enters in...

Financial planning

Elders Financial Planning outlines growth ambitions as it leverages its rural connections....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 13 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago